Investment Data Analyst — Drive Strategy with Data

GetJobSmart; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance (medical, dental, and

Life and disability insurance

Retirement plans (401(k) or pension)

Professional development opportunities

Job summary

Juniper Global Partners in San Francisco, CA is seeking a Data Analyst to join our team. The role involves collecting, processing, and analyzing data to support investment strategies and decision-making.

You will create reports and dashboards to visualize trends and collaborate with financial professionals in a dynamic workplace. Requirements include a bachelor's degree in a related field, proficiency in SQL and Excel, and experience in financial analysis, with strong communication and attention

Qualifications

• Bachelor's degree in a related field.
• Proficiency with data analysis tools such as SQL and Excel.
• Experience in financial analysis.
• Strong communication and attention to detail required.

Responsibilities

• Analyze complex financial data to identify trends and insights driving strategic decisions.
• Develop and maintain data models to support investment strategies and portfolio management.
• Create and present comprehensive reports and dashboards to communicate findings to stakeholders.
• Collaborate with cross-functional teams to ensure data accuracy and integrity.
• Stay current with industry trends and emerging technologies to enhance data analysis capabilities.

Skills

Analytical thinking

Attention to detail

Communication skills

Education

Bachelor's degree in Data Science, Statistics, Mathematics, Finance, or related field

Tools

SQL

Excel

Python

R

Tableau

Power BI

Job description

Juniper Global Partners in San Francisco, CA is seeking a Data Analyst to join our team. The role involves collecting, processing, and analyzing data to support investment strategies and decision-making.

You will create reports and dashboards to visualize trends and collaborate with financial professionals in a dynamic workplace. Requirements include a bachelor's degree in a related field, proficiency in SQL and Excel, and experience in financial analysis, with strong communication and attention